Precisefp

Enabling the integration. To enable the integration, click on your profile picture in the lower left hand corner, then select Integrations and click on the Docupace Integration box. Copy the API credentials presented in the integration details panel. Go to your Docupace account, click your username on the upper right hand corner and click settings.

Go to PreciseFP. English. All Collections. Template Library. Redtail Template. Redtail Template. A detailed template specifically for Redtail users to create a complete financial profile. Updated over a week ago. The Redtail fact finder can be used as is and can also be customized. Please note that any additional fields, groups or pages that ...You are able to customize any form template under your “my templates” section. To open the template editor, click on your template you wish to edit, then click the “customize” button located in the toolbar of the template details panel. This will then open this template into the editor. From here you can customize by editing existing ...To help you determine whether your processes and technology are up to snuff, here are my 9 best practices around client engagement and data gathering: Let clients choose their device. It’s no secret, we all have our preferred device. Whether it’s a smart phone, a tablet, or a trusty computer, we want to use the device we want, when we want ...PreciseFP Lead Magnets will help you to drive specific actions, such as: Acquire new customers that will land right into your PreciseFP account by web publishing your form template. PreciseFP will set the appointment in your calendar automatically with widgets like Calendly. PreciseFP will send specific forms to gather additional information ...PreciseFP was acquired by Docupace in September 2021, advancing the company's mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a ...Go to PreciseFP. English. All Collections. Template Library. eMoney Template. eMoney Template. A detailed template specifically for eMoney users to create a complete financial profile. Updated over a week ago. The eMoney fact finder can be used as is and can also be customized. Please note that any additional fields, groups or pages that you ...

To engage a client or prospect account with a Form, select the desired account and then click the “Engage” button in the Account details panel. Select “with a Form” in the dropdown menu. The first step to engage with a Form is selecting the Form template to use. The list will present the latest 5 templates used as well as the 5 latest ...It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace. Docupace, a long-time leader in cloud-based fintech digital operations software for the wealth management industry, believes we’re in the midst of a “back office revolution” where antiquated, manual and paper-based operational …Click on your first field. Click on the Pencil icon. This will open the Field Details panel to the right hand side. Locate the Field group and name. It will default to a group/field for you as you can see in the highlight below. Click in the group drop down and select New Group. The default group will then disappear.1-1000+ users. Since 2008 pdfFiller has served businesses and individuals who are determined to go paperless. Taking their workflow to the cloud, keeping it accessible and secure is our mission. 1000+ users. PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data …To manage your teams, click “teams” in the settings sub-navigation (you can access your settings by clicking on the circle icon in the lower left hand corner). Here you are able to create new teams (click the +), update existing teams (click on an existing team) and remove unnecessary teams (click on a team then click on remove). Within the ...You are able to customize any form template under your “my templates” section. To open the template editor, click on your template you wish to edit, then click the “customize” button located in the toolbar of the template details panel. This will then open this template into the editor. From here you can customize by editing existing ...

Better workflow Simplify your work by reducing administrative tasks. Saving you time and money is one of our major goals. We want to eliminate manual data entry and automate repetitive tasks for you, your staff and your clients. In the realm of financial advisory, data reigns supreme. Making assumptions about the demographics of the clients you serve, such as their ages, genders, or nationalities, can be a costly oversight. Incorporating this crucial information into your software arsenal has the power to unlock a treasure trove of insights through reports and graphs, enabling … Go to a client/prospects account. Click on the Export button and choose Salesforce. . Note: We do not integrate directly at the Contact Level. When exporting from PreciseFP, this integration will create an 'Account' in Salesforce with individuals being created as 'Contacts' under the account. Next you will have the option to sync this client ... The PreciseFP account administrator must open the integration mapper and map over a SSN field to the TIN/SSN field in Docupace. To learn more about the integration mapper visit this link. First name, Last name and TIN/SSN fields are not updated by the integration. Once these fields have a value in Docupace, they cannot be modified by the export ... Better workflow Simplify your work by reducing administrative tasks. Saving you time and money is one of our major goals. We want to eliminate manual data entry and automate repetitive tasks for you, your staff and your clients. By leveraging PreciseFP, the data-gathering process becomes streamlined, automated, and efficient. Advisors can initiate the process by selecting the appropriate form, sending the form link to prospects or clients, and then allowing them to complete the form online. The automated data entry feature saves time and minimizes errors, ensuring that ...

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Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. How does the integration work? Our integration with Docupace is bi-directional, which means that you can export and import …Meet the Team Get to Know the People Behind PreciseFP Domink Fomicz Full-Stack Software Engineer Dominik is a full-stack engineer with over 5 years of experience. Read MoreLess During his career, he worked in multiple companies across Europe creating CRMs and mobile apps. He joined PreciseFP in 2023 as a young padawan. In his freeRead MoreIn some cases, your custom PDF Template will contain fields that you want to always fill with a default value. In order to do so, click the customize button, navigate to the PDF page that contains the field you wish to map and click on it. In the Field Details panel, type in the default value you wish to use or insert a “macro” from the ... Integration FAQ. To turn on this integration ( only needs to be done once in PreciseFP, you do not need to set up the integration in Redtail) go to Settings on the left side navigation (your picture) then click on Integrations. Click on the Redtail box. Enter in your Redtail credentials then click on the Enable button.

In 2021, PreciseFP was acquired by Docupace. PreciseFP’s innovative client-facing capabilities combined with Docupace’s powerful automation, workflow, and … PreciseFP ’s data security starts with a secure connection to and from our servers, via 256-bit SSL encryption. Data is further encrypted at rest and is stored in secure databases. Data that you collect with PreciseFP can only be accessed by you and those to whom you grant control. Our development staff can never access sensitive client data ... PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease. …All Collections PreciseFP 101. Getting Started. Getting Started. A quick help guide to getting started in PreciseFP. Updated over a week ago. 10:10. 10:10. Docupace's PreciseFP solution provides powerful automation, workflow, and operations management tools that enable seamless client engagement. PreciseFP gives your clients the best possible data-gathering experience by lowering the amount of time and effort it takes to build their client profiles. Show your clients how much you care. Send them a PreciseFP Financial Fact Finder today. PreciseFP provides a set of RESTful APIs that will allow you to interact with your data, build custom workflows, and easily integrate your current tech stack with our tools and services. To get access to our APIs, please reach out via our support chat. PreciseFP provides a set of RESTful APIs that will allow you to interact with your data, build custom workflows, and easily integrate your current tech stack with our tools and services. To get access to our APIs, please reach out via our support chat. PreciseFP gives your clients the best possible data-gathering experience by lowering the amount of time and effort it takes to build their client profiles. Show your clients how much you care. Send them a PreciseFP Financial Fact Finder today. Start Your 14 Day Free Trial ... To make a copy of a form template go to Templates on the left side navigation then click on My Templates under form templates. Click on the template you wish to copy then click on the copy button. You can then choose to give the new copy a different title, description, category and security level. Once done click on create.

For these cases, PreciseFP introduces the concept of conditional visibility. In the page/group/element details, you are able to enable the conditional visibility for that page/group/element and select the element, condition, and …

Further bolstering Docupace’s capabilities, we acquired PreciseFP, an award-winning data gathering and client engagement solution in September 2021. This platform provides a fast, easy, and secure data gathering experience for advisors. Automating the data-gathering process and integrating it with CRM and financial planning tools drastically ...Homestyler is a free online 3D floor plan creator & room layout planner, which enables you to easily create furnished floor plans and visualize your home design ideas with its cloud-based rendering within minutes.With PreciseFP, you can build validated and required fields into onboarding paperwork, ensuring accurate and complete information from clients. Docupace's integration with third-party systems eliminates duplicates and validates data, further enhancing the accuracy and reliability of your processes.PreciseFP is a game-changing platform that revolutionizes client engagement in the financial industry. By leveraging advanced data management …Click on it to download it to a PDF. Locate the download and click on it to open it Adobe. Once the PDF is opened in Adobe it will say that the validity of the document certification is UNKNOWN. Click on the Signature Panel button. Click on the + icon to the left of Certified by PreciseFP. Click on the + or > icon to the left of Signature Details.To learn more about the PreciseFP and Income Lab integration, join Thoeny and Justin Fitzpatrick, Co-Founder and CIO of Income Lab on Wednesday, March 27 at 1 p.m. EDT, for a special webinar illustrating how to utilize PreciseFP and Income Lab to improve client engagement and be more efficient during the retirement planning process. Owner SPECTRUM INPUT LLC DBA PreciseFP 1766 Wilshire Blvd, Los Angeles, CA 90025, Owner contact email: [email protected] Introduction Spectrum Input, LLC, the developer of PreciseFP, a client data-gathering tool used by financial professionals, is committed to protecting your privacy by ensuring the security of your information on our website. Spectrum Input, LLC will never discloseRead More With PreciseFP, you can build validated and required fields into onboarding paperwork, ensuring accurate and complete information from clients. Docupace's integration with third-party systems eliminates duplicates and validates data, further enhancing the accuracy and reliability of your processes.About PreciseFP. Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple.

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Click on your first field. Click on the Pencil icon. This will open the Field Details panel to the right hand side. Locate the Field group and name. It will default to a group/field for you as you can see in the highlight below. Click in the group drop down and select New Group. The default group will then disappear.PreciseFP is a client engagement and data gathering platform tailored to advisors and financial planners. The mobile-friendly, data-gathering platform provides financial advisors more time to meet ... PreciseFP provides a set of RESTful APIs that will allow you to interact with your data, build custom workflows, and easily integrate your current tech stack with our tools and services. To get access to our APIs, please reach out via our support chat. Once you have engaged a client/prospect you do have the ability to enable/disable the periodic email reminders on that specific engagement prior to sending/editing the engagement. However, if you wish to disable/enable the reminders after the engagement has been sent, click on Engagements > All Engagements under Form Engagements> Click … Enabling the integration. To enable the integration, click on your profile picture in the lower left hand corner, then select Integrations and click on the Docupace Integration box. Copy the API credentials presented in the integration details panel. Go to your Docupace account, click your username on the upper right hand corner and click settings. PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use …The fields in blue indicate mandatory fields needed on both sides of the integration and therefore these cannot be customized or edited. On the left side this indicates the field this maps to in Redtail. In the middle column, this indicates the page, group and field from PreciseFP location that maps to the integration field. The problem The fact finder conundrum. Every client is unique. Some are more tech savvy than others. Some don’t even know where their financial documents are. ….

Founded by financial planner and industry leader, Andrew Altfest, CFP ®, FP Alpha is an AI-driven holistic comprehensive planning solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. This integration is key as it allows critical data such client details, assets, liabilities, and …Nov 2, 2023 · You’re listening to Episode 208 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Richard Thoeny, Head of Product Strategy for PreciseFP. PreciseFP gives your clients the best possible data-gathering experience by lowering the amount of time and effort it takes to build their client profiles. Show your …We pre-fill it with the latest data available so there’s less work for your client. Experience Hassle-Free Data Reviews. Discover how PreciseFP can streamline client data management and …Each form template can be configured to send out three different types of email notifications to your clients and prospects when they are engaged with the form template. To customize these email messages, click the “Emails” button located on the top-right corner of the template editor.PreciseFP Lead Magnets will help you to drive specific actions, such as: Acquire new customers that will land right into your PreciseFP account by web publishing your form template. PreciseFP will set the appointment in your calendar automatically with widgets like Calendly. PreciseFP will send specific forms to gather additional information ...PreciseFP 101. Everything you need to know to get started with PreciseFP. 4 articles. LPL Resources. A one-stop solution for an LPL Rep's frequently asked questions, a dedicated live training session, and an exclusive playlist tailored for new users. 4 articles. PreciseFP offers a unique pipeline for both client account types and prospect account types. The purpose of the pipeline is to allow you to move your clients and prospects through a customizable workflow automatically. Your account comes loaded with two default pipelines, one for prospects and one for clients. Precisefp, [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1]